Xin Lang Cai Jing·2025-09-26 06:27Economic Data and Market Impact - Recent U.S. economic and employment data exceeded expectations, leading to a decrease in market expectations for further interest rate cuts by the Federal Reserve [1][3] - Initial jobless claims fell by 14,000 to 218,000, the lowest level since July, and GDP growth for Q2 was revised up to 3.8%, the best performance in two years [3] - Despite strong economic growth, inflation levels have risen, particularly the Personal Consumption Expenditures (PCE) price index, which may limit the Federal Reserve's policy options [3] Oracle Corporation Stock Rating - Concerns over high valuations in the artificial intelligence sector and internal industry risks have led some institutions to downgrade Oracle Corporation's stock rating to "sell," predicting a potential 40% decline in its stock price [1] - Oracle's stock fell over 5% following the downgrade, contributing to a decline in major U.S. stock indices for three consecutive trading days [1] Starbucks Restructuring Plan - Starbucks announced a restructuring plan that includes closing hundreds of stores in North America and Europe, resulting in approximately 900 job cuts [4] - The restructuring will cost the company $1 billion, including $150 million for employee severance and $850 million related to store closures [4] - As of the end of Q3 FY2025, the number of Starbucks locations in North America will decrease to 18,300 from 18,743 as of June 30, with sales in the region having declined for six consecutive quarters [4][5]